+1,784.6%
BE vs AVTR
-25.8%
+1,810.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.9% | +7.8% | +9.4% |
| 7D | +29.8% | +7.4% | +22.4% | +28.7% |
| 30D | +26.4% | +12.2% | +14.2% | +24.7% |
| 3M | +9.3% | +57.4% | -48.1% | +1.9% |
| 6M | +105.1% | +86.7% | +18.4% | +85.1% |
| YTD | +219.0% | +33.1% | +186.0% | +203.1% |
| 1Y | +418.8% | +16.1% | +402.6% | +387.7% |
| 3Y | +1,784.6% | -24.6% | +1,809.2% | +1,616.0% |
| All | +1,784.6% | -25.8% | +1,810.4% | +1,616.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AVTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling